Overview
Assets Under Management: $127 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 216
Discretionary Accounts: 207
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 152471
Last Filing Date: 2024-01-31 00:00:00
Website: https://adareasset.com